Kenneth Robert Bertram - Net Worth and Insider Trading
Kenneth Robert Bertram Net Worth
The estimated net worth of Kenneth Robert Bertram is at least $9 Million dollars as of 2024-06-09. Kenneth Robert Bertram is the CLO & Secretary of Cava Group Inc and owns about 79,677 shares of Cava Group Inc (CAVA) stock worth over $7 Million. Kenneth Robert Bertram is also the SVP, General Counsel of Ollie's Bargain Outlet Holdings Inc and owns about 28,630 shares of Ollie's Bargain Outlet Holdings Inc (OLLI) stock worth over $2 Million. Details can be seen in Kenneth Robert Bertram's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Kenneth Robert Bertram has not made any transactions after 2023-06-20 and currently still holds the listed stock(s).
Transaction Summary of Kenneth Robert Bertram
Kenneth Robert Bertram Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Kenneth Robert Bertram owns 2 companies in total, including Ollie's Bargain Outlet Holdings Inc (OLLI) , and Cava Group Inc (CAVA) .
Click here to see the complete history of Kenneth Robert Bertram’s form 4 insider trades.
Insider Ownership Summary of Kenneth Robert Bertram
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| OLLI | Ollie's Bargain Outlet Holdings Inc | 2021-08-03 | VP & General Counsel |
| CAVA | Cava Group Inc | 2023-06-20 | CLO & Secretary |
Kenneth Robert Bertram Latest Holdings Summary
Kenneth Robert Bertram currently owns a total of 2 stocks. Among these stocks, Kenneth Robert Bertram owns 79,677 shares of Cava Group Inc (CAVA) as of June 20, 2023, with a value of $7 Million and a weighting of 73.92%. Kenneth Robert Bertram also owns 28,630 shares of Ollie's Bargain Outlet Holdings Inc (OLLI) as of August 3, 2021, with a value of $2 Million and a weighting of 26.08%.
Latest Holdings of Kenneth Robert Bertram
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CAVA | Cava Group Inc | 2023-06-20 | 79,677 | 85.04 | 6,775,732 |
| OLLI | Ollie's Bargain Outlet Holdings Inc | 2021-08-03 | 28,630 | 83.51 | 2,390,891 |
Holding Weightings of Kenneth Robert Bertram
Kenneth Robert Bertram Form 4 Trading Tracker
According to the SEC Form 4 filings, Kenneth Robert Bertram has made a total of 1 transactions in Cava Group Inc (CAVA) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Cava Group Inc is the acquisition of 2,295 shares on June 20, 2023, which cost Kenneth Robert Bertram around $50,490.
According to the SEC Form 4 filings, Kenneth Robert Bertram has made a total of 6 transactions in Ollie's Bargain Outlet Holdings Inc (OLLI) over the past 5 years, including 0 buys and 6 sells. The most-recent trade in Ollie's Bargain Outlet Holdings Inc is the sale of 5,574 shares on August 3, 2021, which brought Kenneth Robert Bertram around $518,438.
Insider Trading History of Kenneth Robert Bertram
- 1
Kenneth Robert Bertram Trading Performance
GuruFocus tracks the stock performance after each of Kenneth Robert Bertram's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Kenneth Robert Bertram is -17.43%. GuruFocus also compares Kenneth Robert Bertram's trading performance to market benchmark return within the same time period. The performance of stocks bought by Kenneth Robert Bertram within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Kenneth Robert Bertram's insider trading performs compared to the benchmark.
Performance of Kenneth Robert Bertram
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 28.96 |  | | | | |
| Relative Return to S&P 500(%) | 25.63 | | | | | |
Kenneth Robert Bertram Ownership Network
Kenneth Robert Bertram Owned Company Details
What does Ollie's Bargain Outlet Holdings Inc do?
Who are the key executives at Ollie's Bargain Outlet Holdings Inc?
Kenneth Robert Bertram is the VP & General Counsel of Ollie's Bargain Outlet Holdings Inc. Other key executives at Ollie's Bargain Outlet Holdings Inc include EVP & CFO John W Swygert , VP & CIO Larry Kraus , and SVP & Merchandising Kevin Mclain .
Ollie's Bargain Outlet Holdings Inc (OLLI) Insider Trades Summary
Over the past 18 months, Kenneth Robert Bertram made no insider transaction in Ollie's Bargain Outlet Holdings Inc (OLLI). Other recent insider transactions involving Ollie's Bargain Outlet Holdings Inc (OLLI) include a net sale of 68,934 shares made by John W Swygert , a net sale of 5,878 shares made by Robert F Helm , and a net sale of 19,757 shares made by Larry Kraus .
In summary, during the past 3 months, insiders sold 63,884 shares of Ollie's Bargain Outlet Holdings Inc (OLLI) in total and bought 0 shares, with a net sale of 63,884 shares. During the past 18 months, 125,440 shares of Ollie's Bargain Outlet Holdings Inc (OLLI) were sold and 0 shares were bought by its insiders, resulting in a net sale of 125,440 shares.
Ollie's Bargain Outlet Holdings Inc (OLLI)'s detailed insider trading history can be found in Insider Trading Tracker table.
Ollie's Bargain Outlet Holdings Inc Insider Transactions
Kenneth Robert Bertram Mailing Address
Above is the net worth, insider trading, and ownership report for Kenneth Robert Bertram. You might contact Kenneth Robert Bertram via mailing address: 3404 Choco Chase, Mechnicsburg Ny 17055.
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